Tag: MLPs
- 27.06.2020
- Categories: Analytics, Investment ideas, News, Personal finance
- Tags: bonds, COVID, divdiends, MLPs, russia, taxes, Valuations
AVC partners review Veronika’s participation in the Russian Portfolio Investment Conference where she discussed our Dividend Investment Research (DIR), and the new 13 to 15% income tax for Russian non-residents, down from 30%. We reviewed the influence of recent central bank actions stocks and bond pricing. Credit quality is likely to become more of …
Friday Investment Talk: Russian Taxes, Market Valuation, MLPs and Credit Quality Read More »
- 17.06.2020
- Categories: Analytics, AVC Pro Subscription, Investment ideas
- Tags: dividend, ETFs, MLPs
Here we update our Dividend Investment Research (DIR) that we initiated last month.
In our momentum appraoch, we run monthly screens that show the top performing stocks from each of 6 Dividend ETF categories.
- 6.06.2020
Markets are still bullish, although even more overbought than last week. Today's unexpected employment report provides fuel for higher prices. MLPs are leading momentum in all high dividend paying ETFs. Defense and Transportation (Airlines) showed strength this week. Value plays have rebounded sharply, while software companies look vulnerable with high valuations. Defaults are rising. Investors have piled money into cash equivalents. We look at the EUR/USD and Palladium also.